Tag Archives: workflow

In Microsoft Dynamics AX, you define a workflow by creating a template to base the workflow on. In this walkthrough, you will create a workflow template in the Application Object Tree (AOT) that you can add approvals and tasks to.

A workflow template defines information about:

Which workflow document to use. The workflow document exposes calculated fields and identifies the query that exposes data fields for the workflow.

Tasks and approvals that can be configured by the end user.

Workflow categories used for assigning a workflow template to a specific module.

Menu items and event handlers.

This walkthrough illustrates the following tasks:

Create a workflow template in the AOT.

Create a query to expose data for conditions.

Create a workflow document class to identify the query and calculated fields.

To create a workflow template in the AOT

Right-click the Workflow Templates node, and then select New Workflow Template. A workflow template group displays under the Workflow Template node.

Right-click the new workflow template and then click Properties.

In the Properties sheet, set the Name property to MyWorkflowTemplate.

In the AOT, right-click MyWorkflowTemplate, and then click Save.

After the workflow template is created, you can create the objects that you need to bind to the workflow template. For this walkthrough, the next step is to create a query to identify the table data fields used for the workflow document.